Burkett Financial Services’s Warner Bros WBD Stock Holding History

Burkett Financial Services’s Portfolio WBD Stock Details WBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$448K	Buy	14,485 +128	+0.9%	+$3.55K	0.14%	41
2026 Q2	$383K	Hold	14,357	–	–	0.12%	40
2026 Q1	$394K	Hold	14,357	–	–	0.14%	39
2025 Q4	$414K	Sell	14,357 -1,351	-9%	-$31.6K	0.14%	40
2025 Q3	$307K	Buy	15,708 +2,057	+15%	+$28K	0.11%	45
2025 Q2	$156K	Hold	13,651	–	–	0.06%	54
2025 Q1	$146K	Hold	13,651	–	–	0.06%	54
2024 Q4	$144K	Hold	13,651	–	–	0.06%	50
2024 Q3	$113K	Hold	13,651	–	–	0.05%	59
2024 Q2	$102K	Hold	13,651	–	–	0.05%	57
2024 Q1	$119K	Sell	13,651 -700	-5%	-$6.75K	0.06%	56
2023 Q4	$163K	Buy	+14,351	New	+$155K	0.09%	48

Other funds holding WBD

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

HPBT

Hickory Point Bank & Trust Decatur, Illinois $166M AUM 19.36% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

SVWA

Sarver Vrooman Wealth Advisors Kansas City, Missouri $170M AUM 4.33% 1-Year Est. Return

Planning Strategies Lancaster, Pennsylvania $169M AUM

PFP

Polaris Financial Partners Westerville, Ohio $223M AUM

Burkett Financial Services's WBD Position: Q3 2026 in Review

Burkett Financial Services increased its Warner Bros (WBD) stake by 0.89% in Q3 2026, buying an estimated $3.55K and bringing the position to 14,485 shares worth $448K. The position accounts for 0.14% of the portfolio, ranked #41.

Burkett Financial Services first reported a position in WBD in Q4 2023 and has held it in 12 quarters since. 8 funds tracked by Wall St. Rank hold WBD as of Q3 2026.

Burkett Financial Services held 14,485 shares of Warner Bros worth $448K as of Q3 2026.
Burkett Financial Services bought 128 Warner Bros shares in Q3 2026, an estimated $3.55K.
Warner Bros made up 0.14% of Burkett Financial Services's portfolio in Q3 2026, its #41 holding.
Burkett Financial Services first reported a position in Warner Bros in Q4 2023 and has held it in 12 quarters since.
8 funds tracked by Wall St. Rank held Warner Bros as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.